See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,337 | $96,965-92.4% | $97,995-92.5% | $147,584-95.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 0.00% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,254 | $4,536-50.3% | $4,158-45.8% | $4,876-53.8% |
| Participant deferral / active EE | $3,000 | $5,081-40.9% | $5,097-41.1% | $5,439-44.8% |
| Admin fee / account holder | $374 | $8,120-95.4% | $5,943-93.7% | $10,885-96.6% |